Filed April 25, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,318 | $201,372+116.2% | $184,260+136.3% | $145,884+198.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.88% | 29.04%-20.2pp | 28.84%-20.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $15,067 | $7,024+114.5% | $6,427+134.4% | $4,662+223.2% |
| Participant deferral / active EE | $11,606 | $9,808+18.3% | $9,133+27.1% | $6,690+73.5% |
| Admin fee / account holder | $1,588 | $16,362-90.3% | $13,898-88.6% | $13,392-88.1% |